Institutional Ownership First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN). We have compiled data on the 613 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$10,631
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
46
shares
|
$10,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
45
shares
|
$10,400
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
44
shares
|
$10,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
39
shares
|
$9,014
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$8,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
37
shares
|
$8,551
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
36
shares
|
$8,320
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$8,320
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
35
shares
|
$8,089
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$6,933
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
26
shares
|
$6,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$5,778
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$5,778
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
25
shares
|
$5,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$5,778
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$5,547
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
23
shares
|
$5,315
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
20
shares
|
$4,622
0.0% of portfolio
|
Q2 2024
Reduced 95.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
15
shares
|
$3,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
15
shares
|
$3,466
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15
shares
|
$3,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$2,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10
shares
|
$2,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10
shares
|
$2,311
0.0% of portfolio
|
Q4 2021
Reduced 82.14%
|